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AWYIX vs VTSAX
AWYIX vs VTSAX Comparison
Open Charts AWYIX vs VTSAX
CIBC Atlas Equity Income Institutional
Price$63.41
Change-$0.01 (-0.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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AWYIX vs VTSAX Comparison Chart
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AWYIX vs. VTSAX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWYIX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. AWYIX (354M). AWYIX pays higher dividends than VTSAX: AWYIX (1.62) vs VTSAX (1.35). AWYIX was incepted earlier than VTSAX: AWYIX (14 years) vs VTSAX (24 years). AWYIX is a more actively managed with annual turnover of: 27.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AWYIX: VTSAX (3000) vs AWYIX (250000). AWYIX (31.70) and VTSAX (31.56) have marching annual gain over last year. VTSAX return over 5 years is better than : 85.68 vs. AWYIX (58.98).
| AWYIX | VTSAX | AWYIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 20.191 | 18.645 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.72T | 0% |
| Annual Yield % from dividends | 1.62 | 1.35 | 120% |
| Returns for 1 year | 31.70 | 31.56 | 100% |
| Returns for 3 years | 20.40 | 25.35 | 80% |
| Returns for 5 years | 58.98 | 85.68 | 69% |
| Returns for 10 years | 115.80 | 188.32 | 61% |
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